Select Language

Check Application Status
en

Resource Zone

The DOL's fiduciary rule and its impact on advice to IRAs and plans

Fred Reish

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Other formats

Html 0 B

Note: Any content shared is only viewable to MDRT members.

Reish covers where we are and where we're going with the expanded definition of fiduciary advice, the best interest standard of care, and the prohibited transactions and exemptions associated with fiduciary advice. He also shares practical tips about compliance with the rules and traps under the rules. Leave with an understanding of the types of recommendations you’re making and transactions that the rules apply to.


Click here to find more from the 2018 Annual Meeting
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments